Stephen Ezell

Reviving U.S. semiconductor manufacturing requires targeted solutions—not broad tariffs that raise costs and hinder global competitiveness.

Again and again, America has pioneered new technologies and then frittered away its leadership—in sectors ranging from semiconductors and solar panels, to televisions and medical devices. We can’t afford to squander another lead in multi-cancer early detection (MCED) because of regulatory roadblocks.

Many of the world’s biggest challenges are health challenges. The good news is that, more than ever, people are meeting these challenges with innovative solutions.

For policymakers to bolster the global competitiveness of their nations and regions, they first must know where they stand. This report benchmarks the 87 regions of India and the United States using 13 commonly available indicators of strength in the knowledge economy, globalization, and innovation capacity.

The scope and magnitude of the trade-off between immediate savings from lower drug prices and future health benefits from clinical development remain poorly understood and quantified. To support rigorous evaluations and inform evidence-based policymaking, it is crucial to invest in this area through research grants and improved access to federal and private data.

There is a need for more rigorous evidence and more recent, high-quality data to inform biopharmaceutical policymaking by shedding light on the relationship between pharmaceutical firms’ expectations of financial returns from new drugs and their ability to invest in further R&D to discover future generations of drugs.

The United States and Japan must make a concerted effort to mutually advance their economic security and counter Chinese economic coercion, while bringing other allied nations aboard the enterprise to the greatest extent possible.

Chinese companies have become leading innovators in display technologies, in addition to becoming the largest global producers. China’s display industry has grown as a result of extensive subsidies, rampant intellectual property theft, and economies of scale.

Building a new fab in Asia is 30 percent cheaper than building one in the United States. So, the key point of CHIPS was not to subsidize companies by giving them money to undertake investments they would have made anyway. It was to remove the rationale for making those investments in Asia instead of in the United States.

China stands about five years behind global leaders in high-volume manufacturing of leading-edge logic semiconductor chips, and continues to trail in memory chips and semiconductor manufacturing equipment, although Chinese firms have made inroads in semiconductor design and production of legacy semiconductor chips.

To save you a trip to the library or bookstore, this list includes not just books we recommend for policy wonks and the general public alike, but also books we do not recommend.

China is at the global forefront of the electric vehicle (EV) and EV battery industries. Its firms produce nearly two-thirds of the world’s EVs and more than three-quarters of EV batteries. They also have produced notable innovations in EV products, processes, and customer experiences.

Watch now for a conversation detailing the effect and importance of Manufacturing USA, and emphasizing the importance of sustained investment in the program to policymakers.

Please join the Information Technology and Innovation Foundation for an expert briefing event to discuss the findings of a 20-month ITIF investigation into Chinese firms’ innovative capabilities in key advanced industries, including robotics, chemicals, nuclear power, electric vehicles, semiconductors, AI, quantum computing, and biotechnology.

Stephen Ezell joined an expert panel hosted by The Hill to discuss how nuclear power can help the United States meet unprecedented electricity demand and examine the path ahead after the ADVANCE Act.

Watch now for an expert briefing event on Capitol Hill where panelists discussed an ITIF report exploring Chinese EV innovation, the state of global competition in EVs, China’s aggressive support tactics, and what the United States needs to do to stay competitive.

Stephen Ezell delivers a featured presentation at the 2024 national meeting of the National Institute for Innovation in Manufacturing Biopharmaceuticals (NIMBL).

Stephen Ezell presents on the principles of national innovation success to the Colombian think tank INNOS.

Stephen Ezell presents on the state of global geoeconomic competition and avenues for United States-Japan economic security collaboration for the Japan Foundation.

Stephen Ezell presents on the status of the CHIPS and Science Program.

Watch now for an expert panel discussion surrounding the ITIF report examining why the United States lost its lead in other advanced technology industries, and how policymakers can avoid repeating the same mistakes in the biopharmaceutical sector.

Watch now for an expert panel discussion about a new ITIF report that was commissioned to inform the U.S. and Indian governments for their joint initiative on Critical and Emerging Technology (iCET).

Watch now for an ITIF event releasing a report that will explore the Dominican Republic’s preparedness to compete in global semiconductor and PCB value chains.

Join members of the Global Trade and Innovation Policy Alliance (GTIPA) for a series of expert panel discussions on technology and innovation policy. Topics will include the keys to subnational innovation competitiveness in Europe and South America, optimal ways to stimulate life sciences innovation, how digital technologies can drive decarbonization, and the possibilities for reimaging value chains in the global trading system.